Waypoint Capital Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Waypoint Capital Advisors, LLC

$377 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	SELL	N/A	-4,091 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	4,091 New	4,091 $201,000

Others Institutions Holding FV

# of Institutions

298

Shares Held

41.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.72M
Shares

$389 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.17M
Shares

$242 Million
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

4.16M
Shares

$241 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.88M
Shares

$167 Million
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

1.7M
Shares

$98.4 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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